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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-03 |
Branch Locations
31 South High Street, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 01/2005 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
WEST CHESTER ADVISORS, LLC 31 S. HIGH STREET, WEST CHESTER, PA 19382 INVESTMENT RELATED POSITION - OWNER/SOLE PROPRIETOR 1/1/2025 TAX PREPARATION AND ACCOUNTING SERVICES TO CLIENTS 20 HRS MONTH/20 HRS DURING MKT HRS WORLD/TFS INSURANCE AGENCY, INC. 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT 10/2/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES 20 HRS MONTH/10 HRS DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-03-21 |
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